SPWM
Schrum Private Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,754
| Closed | -$293K | – | 140 |
|
|
2024
Q3 | $293K | Buy |
+6,754
| New | +$293K | 0.15% | 131 |
|
|
2023
Q1 | – | Sell |
-10,186
| Closed | -$315K | – | 108 |
|
|
2022
Q4 | $315K | Sell |
10,186
-820
| -7% | -$25.4K | 0.37% | 73 |
|
|
2022
Q3 | $310K | Sell |
11,006
-2,208
| -17% | -$62.2K | 0.39% | 75 |
|
|
2022
Q2 | $385K | Buy |
+13,214
| New | +$385K | 0.44% | 66 |
|